Paddock Wood Bowls Club

SeventySeven Wealth Management was formed from the passion of Paul Luetchford, James Luetchford and David Summers, formerly Advisers of Burfields House Wealth Management Ltd and Jamie Dixon who has an incredible track record for business growth and delivering business excellence.

As a Senior Partner Practice of St. James’s Place Wealth Management, SeventySeven Wealth Management are able to offer clients some of the best products in the market, which are always evolving. Adele Abbott, also formerly of Burfields House Wealth Management Ltd., leads the dedicated administration team who are passionate about every step of the client’s journey.

In today's ever changing world, providing the most personal care to our clients has never been so important. In our experience, we have learned that one of life’s old challenges for people is still 'making money'.

However, in today’s complex and fast changing world, things have moved on and it’s just as much about ‘keeping hold of it’. This is why, as Wealth Managers, we know it is important to create a robust financial plan to help you build and preserve your long-term prosperity. We provide a full range of solutions from the complexities of investment strategy, estate planning and Inheritance Tax mitigation to retirement planning and general tax planning. Furthermore, over the years we have forged close links with other professional establishments including highly respected accountancy practices, law firms and stockbrokers, giving our clients a depth of resource and expertise.

This range of experience will enable us to work closely with you to develop effective strategies to help you not only grow your wealth but, just as importantly, keep it. SeventySeven Wealth Management Ltd is a unique business placed in the heart of the South East, designed to provide existing and prospective St. James's Place clients the ultimate experience for their needs.

Our Vision:

Our Vision at SeventySeven is to deliver our Mantra in all we do ‘committed to excellence’ - this is in our DNA as a team.

• We aspire to be a leading financial business.
• We seek to create an environment for our staff that is leading in all it offers from our working environment to the development and training, all of which is to the highest of industry standards.
• To be a business that others aspire to work with in Partnership with.
• To use technology to support our core values and client service standards – technology shall never hinder or inconvenience.
• From every touch-point we have as a business – we are striving to lead as an example to our staff, clients and Partners that being part of SeventySeven Wealth Management Ltd is a business focused on delivering the very best experience. The success of our business is built on our clients’ satisfaction.

The world of Financial Services and making the correct decision can often be overwhelming: our business with our highly skilled team is here to look after you.

No two clients are ever the same and tailoring our support begins with the very first impression, whether you enquire and visit us digitally or become aware of us via our many seminars or events.

To find out more visit https://www.77wm.co.uk/ or contact Rachel Foley on 07746 536815

SeventySeven Wealth Management kindly sponsor our finals weekend